The Deen's ListTM
A service of Deen Capital Management, Inc. (www.deencapital.com)
Our goal: Outperform the S&P 500 in both up markets and down.
Our result: +60.1% for the 60 months ending January 7, 2011 (vs. +9.5% for the S&P)
For complete performance data, click here
Vol.9 #6 Monday, January 10, 2011 9:57AM EST

Please read carefully our disclaimers at the end of this newsletter.

Market Stance: BULLISH (since December 1, 2010)

Contents

Typical Client Performance
Sold ASML Holding NV (ASML) -6.0%
Typical Client Portfolio
Subscription Information
Privacy Policy
Disclaimers
Contact Us

Typical Client Performance

Deen Capital S&P 500
Year-to-date as of January 7, 2011 +0.7% * +1.2%
12 months (Jan 7, 2010 to Jan 7, 2011) +10.4% * +13.5%
24 months (Jan 7, 2009 to Jan 7, 2011) +43.2% * +46.3%
36 months (Jan 7, 2008 to Jan 7, 2011) +6.8% * -4.0%
48 months (Jan 7, 2007 to Jan 7, 2011) +34.6% * -1.8%
60 months (Jan 7, 2006 to Jan 7, 2011) +60.1% * +9.5%

* An average of managed accounts, net after all commissions and fees.

Click here for more performance data.

Click here for information on managed accounts.

Sold ASML Holding NV (ASML) -6.0%

Net sell price in managed accounts*$35.29
Date(s) boughtDec 9 2010
Net buy price in managed accounts*$37.52
Holding period4.6 weeks
Gain/loss in managed accounts*-6.0% (after commissions)

* Buy and sell prices shown are net after commissions and fees. This means that the gain/loss shown is also net after transaction expenses.

Today, Monday, January 10, 2011, I sold ASML, for both client and my personal accounts.

This stock peaked on Jan 3, and every day since it has been down on unusually heavy volume. In early trading this morning, it again is down on volume that is above normal for this early hour.

Add to that the fact that earnings estimates on this stock have been falling recently.

Add to that the fact that my indicators are overall bearish.

I'm out.

-KD, Monday, January 10, 2011

Typical Client Portfolio

Company Name Stock
Symbol
Buy
Date
NetBuy
Price*
Current
Price**
Weeks
Held
% of
Portfolio
Gain
(Loss)
Alliance Fiber Optic AFOP 01/07/11 $17.40 $17.45 0.4 6.2% +0.3%
Ameresco, Inc. AMRC 12/29/10 $13.65 $15.77 1.7 6.7% +15.5%
Jabil Circuit Inc. JBL 12/21/10 $19.48 $20.46 2.9 4.8% +5.0%
Dice Holdings, Inc. DHX 12/13/10 $13.34 $13.68 4.0 4.9% +2.5%
Korn/Ferry International KFY 12/08/10 $19.60 $22.22 4.7 5.2% +13.3%
TTM Technologies, Inc. TTMI 12/06/10 $14.13 $13.74 5.0 5.7% -2.8%
S&P Depositary Receipt SPY 12/01/10 $120.47 $126.27 5.7 43.3% +4.8%
Buckeye Tech Inc. BKI 11/24/10 $20.13 $22.48 6.7 6.4% +11.7%
DDi Corp. DDIC 11/22/10 $10.84 $11.56 7.0 6.1% +6.7%
Cash 10.6%  
Total 100%  

* Buy prices shown are net after commissions.

** Current prices are at least 20 minutes old.

Subscription Information

Welcome to The Deen's ListTM, an e-mail stock newsletter from Deen Capital Management, Inc.

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Privacy Policy

Your personal information, including your e-mail address, will be held in strict confidence by Deen Capital Management, Inc. We will not share it with or sell it to others.

Disclaimers

All stocks discussed in The Deen's ListTM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's ListTM or purchased by Deen Capital Management, Inc. will be profitable.

Past performance is not necessarily indicative of future results.

The information contained herein has been compiled from sources deemed to be reliable; however, we are not responsible for its accuracy or completeness.

Contact Us

The Deen's List
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990
deenslist@deencapital.com

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